Elder & Estate

DIY Asset Protection Bundle

The full asset protection toolkit. $15 — one time.

Seven attorney-drafted templates that cover the structures most people actually use — LLC, DAPT, MAPT, succession, and the checklists that keep them defensible. The same scope a firm bills $5,000 — $50,000 to set up.

$15$7if purchased separately
Buy the Bundle — $15See What’s Inside

Bundle price

$15

Comparable firm setup

$5,000+

You save

~97%

What’s inside

Seven templates and checklists. Editable .docx and filled PDF for each. Lifetime access to updates.

1

LLC Operating Agreement

Sold individually: $1

Multi-member operating agreement with capital, distribution, voting, transfer, and dissolution provisions drafted to survive piercing claims.

2

Revocable Living Trust

Sold individually: $1

Probate-avoiding revocable trust with trustee powers, Schedule A for assets, incapacity provisions, and pour-over will coordination.

3

Asset Protection Trust

Sold individually: $1

Irrevocable trust with spendthrift clause, distribution standards, and trustee removal mechanics. Pairs with the DAPT for full coverage.

4

Domestic Asset Protection Trust (DAPT)

Sold individually: $1

Self-settled DAPT with qualified trustee requirements and DAPT-jurisdiction provisions for maximum creditor protection.

5

Irrevocable Life Insurance Trust (ILIT)

Sold individually: $1

Removes life insurance proceeds from your taxable estate. Includes Crummey withdrawal rights and structured distribution provisions.

6

Medicaid Asset Protection Trust (MAPT)

Sold individually: $1

Transfers assets outside the Medicaid-countable estate while preserving a life estate. Addresses the 5-year look-back rule and spousal impoverishment provisions.

7

Pour-Over Will

Sold individually: $1

Directs all probate assets into your revocable living trust at death, ensuring complete trust administration and probate avoidance.

What you don’t pay for — because you shouldn’t have to

  • Annual retainer fees that buy nothing.
  • Hourly billing for 10-minute phone calls about logo placement.
  • Re-explaining your situation every time the firm rotates associates.
  • Markup on filing fees the state charges $100 for.
  • “Maintenance plans” that re-skin a template each year.

Need an attorney to look it over?

Add a flat-fee attorney review. We connect you with a vetted attorney licensed in your state. No retainer. No hourly clock.

  • 30-min consult — $15
  • Document review — $249 flat
  • Custom drafting — quoted up front
Book a Discovery Call

Just want the templates?

Buy the bundle. Download instantly. Customize at your own pace. You can always add attorney help later.

  • Instant download after checkout
  • State-specific instructions included
  • Lifetime updates — re-download anytime
Buy the Bundle — $15

$15. One time. Done.

No retainer. No upsell. The bundle includes everything most people need to put real asset protection in place this week.

Buy the Bundle — $15

We are not a law firm. Templates are educational and require customization to your situation. Attorney review available.